Dean Allara - 01 Jul 2023 Form 4 Insider Report for Bridge Investment Group Holdings Inc. (BRDG)

Role
Senior Managing Director, Vice Chairman and Head of Client Solutions Group, Director
Signature
/s/ Matthew Grant, as attorney-in-fact
Issuer symbol
BRDG
Transactions as of
01 Jul 2023
Transactions value $
$2,453,870
Form type
4
Filing time
05 Jul 2023, 16:42:39 UTC
Previous filing
04 Jan 2023
Next filing
03 Jan 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding BRDG Class A Common Stock 411,006 01 Jul 2023 Direct
holding BRDG Class B Common Stock 500,000 01 Jul 2023 The Dean Allara Family Legacy Trust dtd December 20, 2021 F1
holding BRDG Class B Common Stock 558,632 01 Jul 2023 By Rockridge Investments, LLC F2
holding BRDG Class B Common Stock 500,000 01 Jul 2023 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F3
holding BRDG Class B Common Stock 4,863,964 01 Jul 2023 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction BRDG Class A Units Other $2,453,870 +216,200 +3.55% $11.35 6,303,811 01 Jul 2023 Class A Common Stock 216,200 Direct F4, F5
holding BRDG Class A Units 558,632 01 Jul 2023 Class A Common Stock 558,632 By Rockridge Investments, LLC F2, F4
holding BRDG Class A Units 500,000 01 Jul 2023 Class A Common Stock 500,000 The Dean Allara Family Legacy Trust dtd December 20, 2021 F1, F4
holding BRDG Class A Units 500,000 01 Jul 2023 Class A Common Stock 500,000 The Stacey Allara Family Legacy Trust dtd December 20, 2021 F3, F4
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The Reporting Person is the Trustee of the Dean Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities.
F2 The Reporting Person is the manager of Rockridge Investments, LLC and may be deemed to be the beneficial owner of these securities.
F3 The Reporting Person is the Trustee of the Stacey Allara Family Legacy Trust dtd December 20, 2021 and may be deemed to be the beneficial owner of these securities.
F4 The Class A Units in Bridge Investment Group Holdings LLC may be redeemed by the Reporting Person at any time for shares of Class A Common Stock on a 1-to-1 basis.
F5 Represents securities issued in connection with the redemption of equity interests in entities affiliated with the Issuer.

Remarks:

Senior Managing Director, Vice Chairman and Head of Client Solutions Group